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Microsoft Exchange + MyCRM Sync

Update Microsoft Exchange contacts when changes occur in MyCRM Sync contacts

Keep your Microsoft Exchange contacts in sync with your MyCRM data, effortlessly. Whenever a contact is created, updated, or deleted in MyCRM, this workflow executes an instant update on the corresponding Microsoft Exchange contact. This streamlined process saves you from manual data transfer, ensuring you have the most accurate contact information at your fingertips always.

Keep your Microsoft Exchange contacts in sync with your MyCRM data, effortlessly. Whenever a contact is created, updated, or deleted in MyCRM, this workflow executes an instant update on the corresponding Microsoft Exchange contact. This streamlined process saves you from manual data transfer, ensuring you have the most accurate contact information at your fingertips always.

  1. When this happens...
    MyCRM SyncMyCRM Sync
    Contact Created/Updated/Deleted

    Triggers when a new contact is created/updated/deleted.

    TriggerInstant
  2. automatically do this!
    Microsoft ExchangeMicrosoft Exchange
    Update Contact

    Updates a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • MyCRM Sync triggers, actions, and search

    Contact Created/Updated/Deleted

    Triggers when a new contact is created/updated/deleted.

    Trigger
    Instant
    Try It
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
    • Title

    • First NameRequired

    • Preferred Name

    • Last NameRequired

    • EmailRequired

    • MobileRequired

    • Date of Birth

    • Gender

    • Marketing Consent

    • Street Address

    • Suburb

    • State

    • Postcode

    • Address Type

    • Note Title

    • Note Details

    • UTM Source (Marketing)

    • UTM Medium (Marketing)

    • UTM Campaign (Marketing)

    • UTM Term (Marketing)

    • UTM Content (Marketing)

    Action
    Write
  • Microsoft Exchange triggers, actions, and search

    New Calendar Event

    Triggers when a new event is created in your calendar.

    Trigger
    Scheduled
    Try It
microsoft-exchange logo
microsoft-exchange logo

About Microsoft Exchange

Microsoft Exchange Server is a mail server and calendaring server developed by Microsoft.
Learn moreHelp

Related categories

  • Email
  • Microsoft

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